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LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
GRAND RAPIDS, MI
616-942-1580
SEC #801-78536Total AUM
$1B
Employees
7Clients
503Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
625 KENMOOR AVE SE
SUITE 209
GRAND RAPIDS
MI 49546
United States
SUITE 209
GRAND RAPIDS
MI 49546
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
616-942-1580
Other Offices
1
Financials
Total AUM
$1B
Accounts
853Discretionary
$1B
Accounts
853Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
160AUM
$52.7M
HNW Individual Clients
319AUM
$910.1M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
8AUM
$21.8M
Charitable Organization Clients
10AUM
$31.7M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$206.3K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
INSURANCE SOLUTIONS, CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
CACOFLILLAMINCOHOR
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.